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Posts Tagged ‘Long-term Care’

Retirement Planning: It’s Not As Easy As It Looks

By Eric Peterson | July 14, 2022 | 0

What should you be considering when trying to DIY your retirement plan? Eric talks through why many later decide working with a financial advisor is best.

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Building a Plan for the Long Haul

By Eric Peterson | May 5, 2022 | 0

What do you need to get you through the long haul of life? Eric talks us through what this looks like in your financial plan and how to build it with an eye on a distant horizon.

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Retirement Reality Checks

By Eric Peterson | October 28, 2021 | 0

Are your expectations of retirement realistic? We talk through four things to keep in mind when you dream about your retirement future.

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Financial Lies We Tell Ourselves

By Eric Peterson | October 21, 2021 | 0

Think you’ve figured out the secret to beating the system when it comes to your finances? What financial lies might you be telling to yourself and how can you overcome them?

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Mailbag: Do I Need Long-Term Care Insurance If I Expect an Inheritance?

By walter | July 22, 2021 | 0

Looking for a way around paying for long-term care insurance? Will an inheritance cover it? Eric answers this question and two others from the mailbag.

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Things That Don’t Matter…Until They Do

By Eric Peterson | October 8, 2020 | 0

Certain financial documents might seem like they can be put off for now. But when you need them, it’s important to be prepared ahead of time! Do you have all of these things in place?

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Are You Facing Financial Crisis or Financial Opportunity?

By Eric Peterson | August 6, 2020 | 0

From market crashes to empty nests, we discuss different situations that may be first viewed as a crisis. But is it really an opportunity in disguise? We will explore both sides today on the podcast.

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Financial Lessons Learned from the Farm

By Eric Peterson | June 25, 2020 | 0

Whether you are growing some backyard tomatoes or have 100 acres of farmland, what are some financial lessons to be learned? You don’t need a green thumb to understand these financial principles.

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How To Handle Financial Pain Points in Retirement

By Eric Peterson | September 19, 2019 | 0

When planning for retirement, there are a number of pain points that can come up to cause stress and fear for the future. What are some ways you can address these pain points now?

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Wishful Thinking In Retirement Planning

By Eric Peterson | May 30, 2019 | 0

Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking. 

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Episode #26: Taking Care Of Family

By Eric Peterson | February 14, 2019 | 0

Part of retirement planning includes taking care of family. After all, you’ll want to make sure your loved ones have what they need after you’re gone.

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Episode #17: Financial Blind Spots

By Eric Peterson | December 13, 2018 | 0

When you’re driving, you always check your blind spot before changing lanes. If you don’t, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.

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Episode #10: Reading The Fine Print

By Eric Peterson | October 25, 2018 | 0

Many investments promise enticing perks and large returns. They’re usually too good to be true and inundate you with fees. Avoid a headache by reading the fine print. 

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Episode #7: Financial Pop Quiz

By Eric Peterson | October 4, 2018 | 0

Today’s Prep: Eric takes a multiple choice pop quiz about retirement planning. See how his answers stack up with your own. (Click the featured times below to jump forward in…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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